Estate Planning Starters

Save Time and Get Organized

Once you have decided to create or update your estate plan, you’ll eventually need to talk with an estate planning attorney. He or she can draft your will or trust so that it is legally acceptable and precisely accomplishes your goals, like how you want to distribute your estate, whom you want to be executor and what charities you wish to support.

But first, check and review these estate planning starters. It will save time and lead you to the options that meet the needs of your beneficiaries, protect your estate and keep your potential taxes as low as possible.

Details about business interests: estimated values, proportions owned by you and by others and a copy of any buy-sell agreements

The nature and value of royalties and/or patents owned by you

Estate Planning Starters

Questionnaire: How Do You Want Your Estate Divided?

After your lifetime, how and to whom do you want your estate distributed?

If you and your spouse die before your children are old enough to manage large amounts of money, who should be the trustee of their money? Who should be their guardian while they are minors?

How do you want your investments managed after your lifetime? Should your spouse manage them? If not, from whom should your spouse seek help? Have you thought about trusts?

Do you want to minimize income and other taxes? Do you know how a trust can save taxes?

If you are not survived by a spouse or children, do you want to benefit other relatives?

Are there charitable organizations, such as IONS, that you would like to support?

Estate Planning Starters

Next Steps

A gift in your estate plan is a flexible way to extend your support for the Institute of Noetic Sciences into the future. Let us know if you have any questions about making a gift from your estate or if you have already done so. We would love the opportunity to thank you. Preferences regarding anonymity will be respected, of course.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy

3 minute read

Let's Talk

Estate Planning Starters

Estate Planning Starters

Save Time and Get Organized

Once you have decided to create or update your estate plan, you’ll eventually need to talk with an estate planning attorney. He or she can draft your will or trust so that it is legally acceptable and precisely accomplishes your goals, like how you want to distribute your estate, whom you want to be executor and what charities you wish to support.

But first, check and review these estate planning starters. It will save time and lead you to the options that meet the needs of your beneficiaries, protect your estate and keep your potential taxes as low as possible.

Details about business interests: estimated values, proportions owned by you and by others and a copy of any buy-sell agreements

The nature and value of royalties and/or patents owned by you

Estate Planning Starters

Questionnaire: How Do You Want Your Estate Divided?

After your lifetime, how and to whom do you want your estate distributed?

If you and your spouse die before your children are old enough to manage large amounts of money, who should be the trustee of their money? Who should be their guardian while they are minors?

How do you want your investments managed after your lifetime? Should your spouse manage them? If not, from whom should your spouse seek help? Have you thought about trusts?

Do you want to minimize income and other taxes? Do you know how a trust can save taxes?

If you are not survived by a spouse or children, do you want to benefit other relatives?

Are there charitable organizations, such as IONS, that you would like to support?

Estate Planning Starters

Next Steps

A gift in your estate plan is a flexible way to extend your support for the Institute of Noetic Sciences into the future. Let us know if you have any questions about making a gift from your estate or if you have already done so. We would love the opportunity to thank you. Preferences regarding anonymity will be respected, of course.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.Privacy Policy | Cookie Policy